Investment adviser · CRD 139618
PASQUA WEALTH SOLUTIONS
Investment adviser filing (IA)
PASQUA, THOMAS
PALM CITY, FL, United States · Form ADV filed Feb 10, 2026
- Regulatory AUM
- $130M Form ADV · Item 5.F
- Client accounts
- 53 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 8 | $78,907,955 | 60.8% |
| High-net-worth individuals | 15 | $36,735,504 | 28.3% |
| Individuals | 30 | $14,076,356 | 10.9% |
Filing source
Form ADV 2052654 · Feb 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
1602 NW SWEETBAY CIRPALM CITY, FL, 34990, United States
CRD 139618
Filing source
Form ADV 2052654 · Feb 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.